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Of the 17 tracked institutions holding NET, 9 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +2.8pt. It's a gauge of who owns the name, not just how many.
Among the 17 tracked institutional investors we monitor, NET (CLOUDFLARE INC) is held with a combined value of $22.79B across 99,715,199 shares. The largest holder is VANGUARD GROUP INC with a position worth $6.39B (0.09% of their portfolio). 2 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 8 funds reduced their position.
Total Institutional Value
$22.79B
Total Shares Held
99,715,199
Institutional Holders
17
Days to Cover
1.4-9.2%
7.43M shares short · FINRA 2026-08-14
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
19
$6.39M
Total Transactions
19
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Mar 3, 2026 | Janel Riley | S | Sale | 4,160 | $748.80K |
| Mar 2, 2026 | John Graham-Cumming | S | Sale | 112 | $19.54K |
| Mar 2, 2026 | Mark J Hawkins | S | Sale | 133 | $22.43K |
| Mar 2, 2026 | John Graham-Cumming | S | Sale | 525 | $94.79K |
| Mar 2, 2026 | John Graham-Cumming | S | Sale | 474 | $85.17K |
| Mar 2, 2026 | John Graham-Cumming | S | Sale | 432 | $77.20K |
| Mar 2, 2026 | John Graham-Cumming | S | Sale | 296 | $52.63K |
| Mar 2, 2026 | John Graham-Cumming | S | Sale | 447 | $78.52K |
| Mar 2, 2026 | John Graham-Cumming | S | Sale | 234 | $41.30K |
| Feb 2, 2026 | Mark J Hawkins | S | Sale | 134 | $23.61K |
Showing 10 of 19 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $6.39B | 0.09% | +0.3% |
| 2 | BlackRock, Inc. | $5.30B | 0.08% | +2.4% |
| 3 | BAILLIE GIFFORD & CO | $3.58B | 3.25% | -8.3% |
| 4 | FMR LLC | $3.10B | 0.13% | -6.7% |
| 5 | STATE STREET CORP | $1.82B | 0.05% | +3.4% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $993.08M | 0.17% | +0.9% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $509.41M | 0.18% | +128.9% |
| 8 | TWO SIGMA ADVISERS, LP | $461.33M | 0.90% | +52.5% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $378.89M | 0.04% | +10.7% |
| 10 | CITADEL ADVISORS LLC | $120.44M | 0.07% | -74.7% |
| Description | Amount |
|---|---|
GOV TOP LEVEL DOMAIN REGISTRY AND DNS SERVICE | $4.2M |
Source: USASpending.gov · Federal contract awards for NET
SEC Schedule 13D (activist) and 13G (passive) filings for NET. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Sell | Aug 18, 2026 |
| Josh Gottheimer | Sell | Feb 4, 2026 |
| Gilbert Cisneros | Sell | Dec 24, 2025 |
| Gilbert Cisneros | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of NET with a position worth $6.39B, representing 0.09% of their portfolio. In total, 17 institutional investors hold NET with a combined value of $22.79B.
In the most recent quarter, 2 funds opened a new position in NET. Additionally, 7 increased their holdings and 8 reduced their positions.
Institutional investors hold $22.79B worth of NET stock across 17 positions. The largest institutional holder is VANGUARD GROUP INC with $6.39B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For NET, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their NET positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Nov 18, 2025 |
| Gilbert Cisneros | Buy | Oct 17, 2025 |
| Gilbert Cisneros | Buy | Sep 12, 2025 |
| Josh Gottheimer | Buy | Jun 20, 2025 |
| Jefferson Shreve | Sell | May 12, 2025 |
Showing 8 of 11. STOCK Act disclosures lag up to 45 days.
Last Close
$306.53
2026-09-11
YTD
+56.4%
86% of 52-week range
